Heritage Family Offices’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.94M | Buy |
14,811
+3
| +0% | +$392 | 0.98% | 22 |
|
2025
Q1 | $1.96M | Buy |
14,808
+7,180
| +94% | +$952K | 1% | 24 |
|
2024
Q4 | $863K | Buy |
7,628
+1,441
| +23% | +$163K | 0.43% | 55 |
|
2024
Q3 | $705K | Sell |
6,187
-32
| -0.5% | -$3.65K | 0.36% | 62 |
|
2024
Q2 | $646K | Buy |
+6,219
| New | +$646K | 0.36% | 65 |
|